Family Dynamics
Below is a collection of some more personal aspects that may arise as part of you or your client’s holistic plan and needs.
Mental Health and Estate Planning
How Should Wealthy Parents Treat Wayward Offspring?
COVID Conversations
Weddings, Engagements and Prenups
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
Planning Trust Administration to Avoid Conflict
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
Got Love? Getting to the “heart” of it
Family Meetings Come of Age: How to create an effective forum for all generations
Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy
A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics
Sharing the Family Vacation Home
Mental Health and Estate Planning
Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click…
How Should Wealthy Parents Treat Wayward Offspring?
by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them…
COVID Conversations
By Patricia M. Angus – Originally published in WealthManagement.com April 2020 By now, unless you work in health care or an “essential business,” you’ve likely…
Weddings, Engagements and Prenups
Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the…
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
By Patricia M. Angus – Originally published on Wealth Management.com in February 2015. In general, transparency is the best approach. In general, I believe transparency…
Planning Trust Administration to Avoid Conflict
By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize…
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
By Patricia M. Angus – Originally published on Wealth Management.com in December 2014. Year-end planning that doesn’t lead your clients down the road to conflict….
Got Love? Getting to the “heart” of it
By Patricia M. Angus – Originally published on Wealth Management.com in February 2014. Valentine’s Day is always a bright spot in the midst of a…
Family Meetings Come of Age: How to create an effective forum for all generations
By Patricia M. Angus – Originally published on WealthManagement.com, 2013 As older members of the Baby Boom generation were reaching adulthood, I spent many an…
Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy
By Patricia M. Angus and Fredda Herz Brown, Ph.D. – Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation…
A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics
By Jane N. Abitanta, Patricia M. Angus, and Fredda Herz Brown – December 7, 2006 General Tips for Your Selection Process 1. Consider this a…
Sharing the Family Vacation Home
By Patricia M. Angus – Originally published in WealthManagement.com July 2015 Five tips for making frolicking more likely than fighting. Ahh, summer. A time to…